Home
Forms Library
Risk profile questionnaire

Risk profile questionnaire template 2026

See details

4.8 out of 5

57 votes

The document is a Risk Profile Questionnaire designed to assess an individual's investment preferences, knowledge, and risk tolerance. It includes a series of questions that gauge the respondent's willingness to accept risks for potential returns, their investment knowledge, desired income versus growth balance, and time horizon for investments. Based on the responses, it categorizes investors into profiles such as Secure, Defensive, Conservative, Balanced, Growth, and High Growth, helping them understand their risk appetite and align their investment strategies accordingly.

Here's how it works

01. Edit your risk profile questionnaire online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send risk profiling questionnaire sample via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out risk profile questionnaire template with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the risk profile questionnaire in the editor.
Begin by circling your answers for each question. The first question assesses your willingness to invest in higher-risk options, so choose the option that best reflects your comfort level.
Proceed to the knowledge section where you will indicate how familiar you are with investment markets. Select the statement that resonates most with your experience.
In the investment goals section, clarify what you seek from your investments—whether it’s regular income, growth, or a mix of both. Circle the option that aligns with your objectives.
Next, evaluate how long you plan to invest before accessing your funds. This will help determine your risk tolerance and investment strategy.
After completing all questions, add up the numbers you've circled to calculate your total score. This score will guide you in identifying your risk profile.
Finally, review the descriptions of each investor type provided at the end of the questionnaire and select the one that feels most appropriate for you.

Start using our platform today to complete your risk profile questionnaire easily and for free!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What are the 5 parts of a risk assessment?

The Health and Safety Executives Five steps to risk assessment. Step 1: Identify the hazards. Step 2: Decide who might be harmed and how. Step 3: Evaluate the risks and decide on precautions. Step 4: Record your findings and implement them. Step 5: Review your risk assessment and update if. necessary.

What are the types of risk profiles?

There are 5 types of risk profile: Conservative. Conservative Moderate. Moderate. Aggressive Moderate. Aggressive.

What are the 5 risk ratings?

Most companies use the following five categories to determine the likelihood of a risk event: 5: Highly Likely. Risks in the highly likely category are almost certain to occur. 4: Likely. 3: Possible. 2: Unlikely. 1: Highly Unlikely. 1: Unlikely. 2: Likely. Highly Likely.

How do you create a risk profile?

Steps to develop a risk profile Determine the Objective and the Scope. This will help you accurately identity and assess your risks. Gather Key Participants. This will help you collect good information. Scan your environment. Identify the Risks. Assess and Measure Risks. Develop Risk Response(s) Monitor and Report.

How do you write a risk assessment questionnaire?

The Risk Assessment questionnaire is structured around two main categories: impact and likelihood. A score of 1 to 5 should be assigned to each of the questions provided under each of these two categories.

risk profile questionnaire template

Risk profile questionnaire template pdf Risk profile questionnaire template free Risk profiling questionnaire with score Investor risk profile questionnaire Risk profile questionnaire template doc Online risk tolerance questionnaire Best risk tolerance questionnaire Risk tolerance questionnaire free

What are the five risk profiles?

Types of risk profiles Risk portraitInvestment requirements Conservative Stable growth and/or a high level of income. Moderately conservative Fairly stable growth and/or a moderate level of income. Moderate No income required. Client can tolerate fluctuations in the anticipation of higher returns in the long-term.2 more rows

What are the 5 investor profiles?

At iA Financial Group, we work with five types of investor profiles, classified ing to risk tolerance level: Conservative. Moderate. Balanced. Growth. Aggressive.

What should a risk profile include?

For each risk, this might include the risk event, its category, the inherent risk rating, sources or causal factors, links to risks in other registers, controls and control effectiveness rating, and residual risk rating. Each entity will present this differently though in a format that suits them.